Western Wealth Management’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-18,934
| Closed | -$148K | – | 681 |
|
|
2023
Q2 | $148K | Buy |
18,934
+490
| +3% | +$3.82K | 0.01% | 619 |
|
|
2023
Q1 | $148K | Buy |
18,444
+333
| +2% | +$2.67K | 0.01% | 612 |
|
|
2022
Q4 | $141K | Sell |
18,111
-3,044
| -14% | -$23.8K | 0.01% | 585 |
|
|
2022
Q3 | $167K | Buy |
21,155
+24
| +0.1% | +$189 | 0.01% | 764 |
|
|
2022
Q2 | $175K | Buy |
21,131
+26
| +0.1% | +$215 | 0.01% | 746 |
|
|
2022
Q1 | $214K | Buy |
+21,105
| New | +$214K | 0.01% | 775 |
|